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Performance contribution transparency for your investors

Do your investors crave transparency? With the standardized cleversoft performance contribution, this is possible at any time. Freely configure your display format.


Get started with Performance Contribution today


We will be happy to advise you on the details.

Get in touch

Get started with Performance Contribution today


We will be happy to advise you on the details.

Get in touch

Performance Contribution by cleversoft

Present your funds to your investors. Show the strategic components from which the performance is derived. Be transparent. Use cleversoft’s performance contribution to achieve your goals.

  • Performance contribution evaluation in any form (in holdings, sectors, countries, GICS classifications)
  • Excel reporting
  • Freely selectable periods
  • Retroactive data processing
  • Flexible integration in each output channel from FactsheetsLIVE™™
  • Factsheets
  • Websites
  • Reports
  • Präsentationen

We even integrate data from your in-house research. If you use your own classifications or position names, we can reproduce them.

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.